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  1. Report Templates - Allow "Current date" to be inserted in reports at the client level.

    There is no options to insert automatic date formatting into the reports at the client level. When the "current date" insert field doesn't work you have to manually enter the date all the time. It would be easier to be able to insert "current date" field.

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    3 comments  ·  Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team! We know it's been a while since this idea was initially started but we really appreciate your feedback on how dynamic dates for report templates would be useful.

    Our reporting product team are currently doing some discovery that could possibly solve for the needs here and we'd love to get your input to help validate their research.

    If you'd be keen to be involved please book a time with our team through the 👉 link here.

    We really appreciate your engagement, and I'll be sure to share outcomes in our next update.

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